Filed January 5, 2022
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,259 | $159,978+37.7% | $147,041+49.8% | $145,978+50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 151.00% | 98.36%+52.6pp | 419.21%-268.2pp | 550.52%-399.5pp |
| Employer contribution / active EE | $15,099 | $5,288+185.5% | $4,935+206.0% | $4,662+223.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,440 | $15,053-43.9% | $13,006-35.1% | $13,400-37.0% |